Julie Townsend APFS

Julie Townsend APFS

Technical Adviser: Pensions, Investments, Tax & Trusts

Followers of Julie Townsend APFS575 followers
location of Julie Townsend APFSSwindon, England, United Kingdom

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  • Timeline

  • About me

    Chartered Financial Planner

  • Education

    • Kingsdown

      -
  • Experience

    • Zurich Insurance plc

      May 1982 - Mar 2017
      Technical Adviser: Pensions, Investments, Tax & Trusts
    • Dec 2019 - now
      Chartered Financial Planner
  • Licenses & Certifications

    • Diploma in Financial Planning

      Chartered Insurance Institute
      Jul 2009
    • Chartered Financial Planner

      Chartered Insurance Institute
      Dec 2019
  • Honors & Awards

    • Awarded to Julie Townsend APFS
      AF5 Financial Planning Process CII Oct 2019
    • Awarded to Julie Townsend APFS
      AF1 Personal Tax and Trust Planning CII Oct 2018
    • Awarded to Julie Townsend APFS
      AF3 Advanced Pension Planning CII Apr 2014
    • Awarded to Julie Townsend APFS
      J05 Pension Income Options CII Apr 2013
    • Awarded to Julie Townsend APFS
      R04 Pensions and Retirement Planning CII Feb 2013
    • Awarded to Julie Townsend APFS
      J03 Tax and Legal Aspects of Business CII Oct 2012
    • Awarded to Julie Townsend APFS
      English for Business Communications City and Guilds Jan 2010 First class pass
    • Awarded to Julie Townsend APFS
      Writing Effective Digital Copy Institute of Direct Marketing Jan 2010
    • Awarded to Julie Townsend APFS
      Diploma in Financial Planning CII Jul 2009
    • Awarded to Julie Townsend APFS
      FA1 Life Office Administration CII Jul 2009
    • Awarded to Julie Townsend APFS
      J01 Personal Tax CII Apr 2008
    • Awarded to Julie Townsend APFS
      J02 Trusts CII Apr 2007
    • Awarded to Julie Townsend APFS
      CF2 Investment and Risk CII Apr 2006
    • Awarded to Julie Townsend APFS
      CF6 Certificate in Mortgage Advice CII Apr 2005
    • Awarded to Julie Townsend APFS
      FP1 CII Jan 1996
    • Awarded to Julie Townsend APFS
      FP2 CII Jan 1996
    • Awarded to Julie Townsend APFS
      FP3 CII Jan 1996